Screener
FISR vs INKM
State Street Fixed Income Sector Rotation ETF vs State Street Income Allocation ETF
Key differences
- FISR is significantly larger than INKM — larger funds tend to be more liquid and less likely to close.
- FISR is classified as fixed income, while INKM is mixed asset — different risk/return profiles.
- FISR follows a index tracking strategy; INKM uses active selection.
- Over the last 3 years, INKM has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FISR | INKM | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.50% |
| Fund size (AUM) | $514M | $76M |
| Since | 2019 | 2012 |
| Dividend yield | 4.11% | 4.88% |
| Asset class | fixed income | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.5% | +14.1% |
| CAGR 3Y | +3.0% | +9.9% |
| CAGR 5Y | -0.7% | +4.1% |
| Sharpe 3Y | -0.06 | 0.84 |
| Volatility 1Y | 4.41% | 5.98% |
| Max drawdown | -20.27% | -28.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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